How can I convert a lead to an opportunity?

Convert a Lead to an Opportunity from the Lead Record. 

Step-by-Step Instructions

On the Main Menu, select Leads > List All Leads > Lead Record > Create Opportunity

1. On the Main Menu, at the top of the Screen, click Leads.  
2.  Click List All Leads.
3. Select the Lead Record you wish to convert by clicking the corresponding Lead Link
4. On the Lead Record, click Create Opportunity. 
5. Veloxity will convert the Lead to an Opportunity and create the following three records:
   1. Account Record
   2. Contact Record
   3. Opportunity Record